Rock Creek Wealth Management (RCWM) offers investment supervisory services based on your financial goals, risk tolerance, and time horizon. RCWM constructs and monitors a portfolio, adjusting it as needed. RCWM also offers financial planning and consulting services covering budgeting, risk management, estate planning, tax planning, retirement planning, education funding, and investment planning. Financial planning is often provided in conjunction with investment management, but can also be engaged on a stand-alone basis.
Fee Structure
RCWM charges an annual fee based on the value of your portfolio, ranging from 0.25% to 1.50%. The specific rate is agreed upon in writing. Fees are paid quarterly in advance. The value of your accounts includes cash and cash equivalents. RCWM does not charge fees on assets held away. Additional deposits and withdrawals are added or subtracted, based on the prorated number of days until the quarter end, resulting in an adjustment to the advisory fee charged.